Filed June 14, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $836,489 |
DAVID F HILTON3 years Service code 55 509 N GUADALUPE AVE · REDONDO BEACH, CA 90277 | Other Commissions | $117,012 |
SEAN MEAD3 years Filed as: SEAN D MUHLSTEN Service code 55 8700 BEVERLY BLVD · LOS ANGELES, CA 90048 | Other Commissions | $32,910 |
KATHLEEN RZEPLINSKI3 years Filed as: KATHLEEN A STOVEL Service code 55 6419 W 6TH ST · LOS ANGELES, CA 90048 | Other Commissions | $18,283 |
VIOLETA MENDEZ1 year Service code 55 5400 BEVERLY BLVD · LOS ANGELES, CA 90048 | Other Commissions | $12,189 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,081 | $46,969+93.9% | $154,107-40.9% | $73,367+24.1% |
| Participation rate | 99.2% | 72.4%+26.8pp | 83.0%+16.1pp | 69.5%+29.7pp |
| Annual return | -2.96% | 821.68%-824.6pp | 735.12%-738.1pp | 173.45%-176.4pp |
| Employer contribution / active EE | $2,469 | $1,723+43.3% | $5,298-53.4% | $2,499-1.2% |
| Participant deferral / active EE | $8,538 | $3,162+170.0% | $5,081+68.1% | $4,033+111.7% |
| Admin fee / account holder | $58 | $47+24.7% | $13,411-99.6% | $68-15.0% |